IWP icon

iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

370 hedge funds and large institutions have $4.07B invested in iShares Russell Mid-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 125 increasing their positions, 87 reducing their positions, and 16 closing their positions.

Holders
370
Holders Change
+50
Holders Change %
+15.63%
% of All Funds
9.72%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.63%
New
71
Increased
125
Reduced
87
Closed
16
Calls
$1.5M
Puts
–
Net Calls
+$1.5M
Net Calls Change
+$649K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$186M
2
LPL Financial
2
LPL Financial
California
$138M
3
Bank of America
3
Bank of America
North Carolina
$425M
4
Wells Fargo
4
Wells Fargo
California
$389M
5
UBS Group
5
UBS Group
Switzerland
$180M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$27.2M
2
M&T Bank
2
M&T Bank
New York
$142M
3
SIM
3
Sigma Investment Management
Oregon
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$17.6M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
101
MSI Financial Services
Massachusetts
$3.48M 75,766 +52,788 +230%
MCM
102
MV Capital Management
Maryland
$3.47M 75,512 +17,564 +30%
IIC
103
Integrated Investment Consultants
Michigan
$3.31M 78,292 +78,292 New
BDF
104
Balasa Dinverno & Foltz
$3.27M 90,740 +70,594 +350%
WC
105
Whitnell & Co
Illinois
$3.17M 68,990 – –
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$3.08M 66,952 +42,422 +173%
V
107
Veritable
Delaware
$3.03M 65,994 – –
FBNAT
108
FirstMerit Bank N.A. Trustee
Ohio
$2.98M 64,892 -934 -1%
AIS
109
Accurate Investment Solutions
Pennsylvania
$2.97M 64,718 +64,718 New
PFM
110
Parsec Financial Management
North Carolina
$2.95M 64,178 +29,188 +83%
FC
111
Forte Capital
New York
$2.65M 57,642 +90 +0.2%
HCMT
112
Highland Capital Management (Tennessee)
Tennessee
$2.5M 54,302 -80 -0.1%
AA
113
ALPS Advisors
Colorado
$2.47M 53,806 +45,354 +537%
NIP
114
Nicholas Investment Partners
California
$2.47M 53,734 +53,734 New
SCM
115
Sterling Capital Management
North Carolina
$2.41M 52,360 +2,040 +4%
GW
116
GW & Wade
Massachusetts
$2.3M 49,972 -326 -0.6%
FSA
117
Financial Sense Advisors
California
$2.24M 48,828 -9,050 -16%
TRCT
118
Tower Research Capital (TRC)
New York
$2.22M 48,366 +48,366 New
BAM
119
Barrett Asset Management
New York
$2.19M 47,600 -4,450 -9%
SIA
120
Starfire Investment Advisers
Michigan
$2.16M 47,060 +1,000 +2%
1IA
121
1834 Investment Advisors
Wisconsin
$2.15M 46,810 – –
FUBT
122
First United Bank & Trust
Maryland
$2.12M 46,030 +2,360 +5%
CM
123
Churchill Management
California
$2.12M 46,026 -4,472 -9%
FCI
124
Financial Counselors Inc
Kansas
$2.09M 45,560 +24,940 +121%
PAS
125
Partnervest Advisory Services
California
$2.06M 44,744 +44,744 New
3 4
5
6 7